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Kristin M
Series 66
Chicago, IL
LPL Financial
Kristin Mc Laurin is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 18 years of industry experience. She previously worked at Mesirow Financial, Inc. for 16 years and Ameriprise for 2 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with a notable scale of advisors and discretionary assets under management.
Michael M
Series 63, Series 65
Chicago, IL
LPL Financial
Michael Megall is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, spanning from 2000 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors and utilizes various advisory models, including third-party subadvisors and customized strategies.
Joseph G
Series 66
Chicago, IL
LPL Financial
Joseph Griffin is a financial advisor at LPL Financial in Chicago, IL, holding the Series 66 designation with three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Wealth Management for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.
Clifton K
CFP®, Series 63
Chicago, IL
LPL Financial
Clifton Kirksey is a CFP®-designated financial advisor with LPL Financial, based in Chicago, IL, with 39 years of industry experience. Prior to joining LPL Financial in 2009, he spent 11 years with Waterstone Financial Group, Inc. Outside of his advisory role, he has experience as a licensed agent in life, health, disability, long-term care insurance, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, incorporating model portfolios, third-party asset management, and institutional platforms.
Nicholas K
Series 66
Chicago, IL
LPL Financial
Nicholas Keyes is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Wintrust Investments LLC, Quaker Houghton, and Fairhaven Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of investment strategies.
Joel R
ChFC®, Series 63
Chicago, IL
LPL Financial
Joel Rovner is a financial advisor at LPL Financial in Chicago, IL, holding ChFC® and Series 63 designations with 48 years of industry experience. His prior work includes long tenures at New England Life and New England Securities, followed by positions at MetLife Securities Inc. and Mass Mutual Investors Services. He is also involved in non-variable insurance products related to life, health, and property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
David S
CFP®, CFA®, Series 66
Chicago, IL
LPL Financial
David Steger is a CFP® and CFA® with 15 years of experience in the financial industry. He currently serves as a financial advisor at LPL Financial, where he has worked since 2020. His prior experience includes positions at Mass Mutual Investors Services, MassMutual Life Insurance, Metlife Securities, and New England Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.
Tracy S
Series 63, Series 66
Chicago, IL
LPL Financial
Tracy Schultz is a financial advisor at LPL Financial with 27 years of industry experience. Prior to joining LPL Financial in 2025, she spent 29 years at Wayne Hummer Investments L.L.C. She holds Series 63 and Series 66 designations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad suite of advisory and non-advisory financial services.
Brenda H
Series 63, Series 65
Chicago, IL
LPL Financial
Brenda Hafeman is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL Financial in 2025, she spent 20 years at Wayne Hummer Investments. Outside of her advisory role, she has served as an organist for Zion Evangelical Lutheran Church since 1992. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a large network of investment adviser representatives.
Jennifer M
Series 63, Series 66
Chicago, IL
LPL Financial
Jennifer Marlowe is a financial advisor with LPL Financial based in Chicago, IL, holding the Series 63 and Series 66 designations and bringing 25 years of industry experience. She worked at Wayne Hummer Investments LLC for 20 years before joining LPL Financial in 2025. Outside of her advisory role, she is a business owner of VMC3 LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.
Michael H
Series 66
Chicago, IL
LPL Financial
Michael Harrison II is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 credential and two years of industry experience. He previously worked at Wintrust Private Client and Wintrust Community Bank during a seven-year period. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory services including financial planning, wrap and model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of strategies and supporting technology.
Cesar S
Series 66
Chicago, IL
LPL Financial
Cesar Sison Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Wayne Hummer Investments L.L.C., Focused Investments L.L.C., and Peoples Bank & Trust, each for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services through a large network of advisors and provides a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.
Vincent F
Series 63, Series 66
Chicago, IL
LPL Financial
Vincent Fike is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wintrust Investments, LLC and Grosvenor Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Myra P
Series 66
Chicago, IL
LPL Financial
Myra Perez is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wayne Hummer Investments from 2006 to 2025 before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Mark B
Series 66
Chicago, IL
LPL Financial
Mark Bianchi is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Wayne Hummer Investments for 18 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and technology tools.
Terrance H
Series 63, Series 65
Chicago, IL
LPL Financial
Terrance Hughes is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wayne Hummer Investments, Wintrust Investments LLC, Valley Financial Management, Inc., and Invest Financial Corporation. Outside of his advisory work, he coaches football at Plainfield Central High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and technology tools.
Joseph M
Series 66
Chicago, IL
LPL Financial
Joseph Murphy is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at Wayne Hummer Investments LLC for eight years and JPMorgan Chase & Co. for one year. Murphy holds the Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Michelle B
Series 63, Series 66
Chicago, IL
LPL Financial
Michelle Biondo is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Her prior work includes 19 years at Wintrust Investments and 4 years at Great Lakes Advisors, LLC. Outside of her advisory role, she is involved with an unrelated business operating a Mexican restaurant. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting its large network of over 22,800 advisors.
Steven H
CFP®, Series 63, Series 65
Chicago, IL
LPL Financial
Steven Herrmann is a financial advisor with LPL Financial in Chicago, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 37 years of industry experience and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. Herrmann is involved with Strategic Coach, a non-investment-related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports its network of over 22,800 advisors with a range of customizable investment strategies and technology tools.
Maria J
ChFC®, Series 63
Chicago, IL
LPL Financial
Maria Jarvis is a financial advisor with LPL Financial in Chicago, IL, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., Metlife Securities Inc., and New England Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through its network of investment adviser representatives, utilizing various model portfolios, third-party subadvisors, and customized strategies.
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